News-analysis archive

November 2025

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16 articles

November 28
- China claims domestically-designed 14nm logic chips can rival 4nm Nvidia silicon — architecture leverages 3D hybrid bonding techniques for claimed 120 TFLOPS of power
November 26
- Google TPUs garner attention as AI chip alternative, but are only a minor threat to Nvidia's dominance — Alphabet's biggest challenge is widespread adoption
November 25
- Taiwan's $3.2 billion plan for 'AI island' with data centers, quantum hubs, and AI robotics labs faces risks — power and geopolitical headwinds may threaten country's ambition
- TSMC's CoWoS packaging capacity reportedly stretched due to AI demand — Intel's EMIB and Foveros eyed as potential solution to bottleneck
November 24
- IBM and Cisco agree to lay the foundations for a quantum internet — companies announce plans to build a distributed quantum computing network, linking fault-tolerant systems over long distances
November 21
- Huawei's Ascend AI chip ecosystem scales up as China pushes for semiconductor independence — however, firm lags behind on efficiency and performance
November 20
- Microsoft unveils Azure Cobalt 200 CPU, in-house chip targets higher performance and deeper integration — Arm-based chip is equipped with 132 cores and manufactured using TSMC's 3nm process
November 19
- Anthropic signs $30 billion deal with Amazon to deploy Claude on AWS — Nvidia and Microsoft jointly invest $15 billion into AI firm as it becomes first provider across Azure, AWS and Google
November 18
- GPU depreciation could be the next big crisis coming for AI hyperscalers — after spending billions on buildouts, next-gen upgrades may amplify cashflow quirks
November 14
- YMTC moves ahead with third chipmaking fab in Wuhan despite U.S. sanctions — blacklisted Chinese chipmaker bets big on memory
November 13
- IBM unveils new 'Quantum Nighthawk' 120-qubit processor and software stack — company on track for 2029 fault-tolerance milestone
- DARPA invests $1.4 billion to build experimental Texas foundry for next-generation 3D chips — Austin plant to buck standard fab models to focus on high-mix, low-volume production
November 12
- Meta's 'godfather of AI' departs the company to form his own startup — Turing award winner Yann LeCun advocates for the development of World Models over LLMs
November 10
- Musk confirms Tesla AI5 and AI6 will be made at both Samsung and TSMC, reinforcing dual-foundry strategy
November 7
- AMD’s record quarter shows strength in client and AI, as Ryzen leads the charge — but data center dominance could be out of reach
November 6
- Nvidia wants China's market share to secure the future of CUDA in the region — America's trade war threatens Huang's influence, and could bolster competition